Plan Snapshot
- Plan Sponsor: Alabama Council On Human Relations, INC.
- Sponsor EIN: 630378133
- Sponsor Address: P. O. BOX 3770, AUBURN, AL, 36831
- Plan Type: DB
- Plan Number: 003
- Total Participants: 92
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 92 | $18.4M | $378,863 | $189,431 |
| 2023 | 67 | $17.5M | $265,277 | $132,604 |
| 2022 | 70 | $15.6M | $308,422 | $154,211 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TROY BANK AND TRUST COMPANY | Other Service Provider | $153,283 | — | $153,283 |
| MARTIN MARTIN RANDALL & ASSOC, INC. | Other Service Provider | $6,050 | — | $6,050 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,333
- Estimated Expense Ratio: 0.865% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $181,793 | $153,283 | — | — | — |
| 2023 | $258,646 | $140,638 | — | — | — |
| 2022 | $245,665 | $129,580 | — | — | $31,053 |